web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Business Central forum

Competitors Category

(0) ShareShare
ReportReport
Posted on by

Good day.

I was asked to create a category for competitors using the CRM. Would anyone of you know where can I create competitors' report using the Dynamics for Financials?

Thank you.

I have the same question (0)
  • Community Member Profile Picture
    on at

    Thank you Mr Ivan, this is exactly what I am looking for.

  • Suggested answer
    ikoletic Profile Picture
    2,202 on at

    Hi hazel_mflores

    Sorry for late reply. I'm still trying to understand what exactly are you trying to do. Could you describe what you are expecting competitor report to do?

    What comes to my mind is the win / loss analysis of opportunities against competitors. Is this what you expect competitor report to provide you with?

    If it is, you need to run your sales using sales cycles, which means taking each opportunity you win or lose through sales cycle. I've wrote a blog post on this some time ago. You can check it here.

    With this I'd draw your attention to Close Opportunity Codes as system asks for reason you won the opportunity when you convert quote related to opportunity to sales order. One/few of Close Opportunity Codes could relate to different competitors. This way you'll ensure you have data for win/loss analysis by reasons of closing the opportunity.

    You'll be able to see how many opportunities you lost/won just by searching for close opportunity codes.

    1321.Untitled.png

    Regards

    Ivan

  • Community Member Profile Picture
    on at

    Hi Ivan,

    What I meant was a marketing analysis to track our competitors, that's why I'm looking where can I create a report in relation to competitors.

    I tried creating contacts in Business Relation, however, I want to put some details and run a report.

    Should I do it in Segment? Thank you.

  • Suggested answer
    ikoletic Profile Picture
    2,202 on at

    Hi hazel_mflores

    With current production version you can use Business Relation to create a category for competitors.

    Upcomming update contains Contact profiling where you can add custom attributes for contacts through assigned profile questionaires. See this item on roadmap

    roadmap.dynamics.com

    Once you have Business relation or in upcomming update profile assigned to contact you can create segment for competitors by adding contacts to segment. Segment is similar to Marketing list in CRM.

    Can you explain what you mean by "competitors' report"?

  • Community Member Profile Picture
    on at

    *where

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Business Central

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans